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ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
JOHCM Global Select Institutional
Price$11.57
Change-$0.49 (-4.06%)
VolumeN/A
CapitalizationN/A
ANWPX vs JOGIX Comparison Chart
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ANWPX vs. JOGIX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Buy and JOGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. JOGIX (40.2M). JOGIX pays higher dividends than ANWPX: JOGIX (1.55) vs ANWPX (0.83). ANWPX was incepted earlier than JOGIX: ANWPX (52 years) vs JOGIX (12 years). JOGIX is a more actively managed with annual turnover of: 42.65 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 23.15 vs. JOGIX (-0.90). ANWPX return over 5 years is better than : 41.49 vs. JOGIX (-16.85).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 21.538 | -2.410 | -894% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 40.2M | 370,647% |
| Annual Yield % from dividends | 0.83 | 1.55 | 53% |
| Returns for 1 year | 23.15 | -0.90 | -2,580% |
| Returns for 3 years | 7.41 | -35.60 | -21% |
| Returns for 5 years | 41.49 | -16.85 | -246% |
| Returns for 10 years | 77.49 | -7.76 | -999% |
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